PAS
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PKS Advisory Services’s Lockheed Martin LMT Stock Holding History

PKS Advisory Services’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$678K Hold
1,332
– – 0.11% 181
2026
Q2 		$678K Buy
+1,332
New +$720K 0.11% 182
2026
Q1 		– Sell
-1,146
Closed -$554K – 249
2025
Q4 		$554K Buy
1,146
+147
+15% +$70.3K 0.13% 147
2025
Q3 		$499K Buy
999
+108
+12% +$49K 0.1% 152
2025
Q2 		$413K Sell
891
-25
-3% -$11.7K 0.1% 169
2025
Q1 		$409K Buy
916
+118
+15% +$54.3K 0.11% 151
2024
Q4 		$388K Buy
+798
New +$435K 0.1% 165

Other funds holding LMT

Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return

PKS Advisory Services's LMT Position: Q3 2026 in Review

PKS Advisory Services held its Lockheed Martin (LMT) position steady in Q3 2026 at 1,332 shares worth $678K. The position accounts for 0.11% of the portfolio, ranked #181.

PKS Advisory Services first reported a position in LMT in Q4 2024 and has held it in 7 quarters since. 1,005 funds tracked by Wall St. Rank hold LMT as of Q3 2026.

  • PKS Advisory Services held 1,332 shares of Lockheed Martin worth $678K as of Q3 2026.
  • PKS Advisory Services left its Lockheed Martin share count unchanged in Q3 2026.
  • Lockheed Martin made up 0.11% of PKS Advisory Services's portfolio in Q3 2026, its #181 holding.
  • PKS Advisory Services first reported a position in Lockheed Martin in Q4 2024 and has held it in 7 quarters since.
  • 1,005 funds tracked by Wall St. Rank held Lockheed Martin as of Q3 2026.

Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.